Harrison & CO Wealth Management, LLC Select Sector Spdr Tr Real Est Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Select Sector Spdr Tr Real Est stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 18,807 shares of XLRE stock, worth $844,434. This represents 0.68% of its overall portfolio holdings.
Number of Shares
18,807
Previous 21,837
13.88%
Holding current value
$844,434
Previous $786,000
11.7%
% of portfolio
0.68%
Previous 0.83%
Shares
5 transactions
Others Institutions Holding XLRE
# of Institutions
821Shares Held
141MCall Options Held
704KPut Options Held
4.5M-
Creative Planning Overland Park, KS29.1MShares$1.31 Billion1.29% of portfolio
-
Bank Of America Corp Charlotte, NC20.1MShares$903 Million0.08% of portfolio
-
Morgan Stanley New York, NY6.99MShares$314 Million0.02% of portfolio
-
Squarepoint Ops LLC New York, NY4.95MShares$222 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.34MShares$195 Million0.09% of portfolio